How do I set the list of documents my team can request from a client?
Add each kind of document your team might need, like a passport or a signed contract, so it shows up as an option when requesting documents.
Document types are the checklist your team picks from when asking a client for paperwork, things like a passport, a signed contract, or proof of address.
Add one
- Open TMS, then Setup, then the Document types tab.
- Type a short internal key (like
passport) and a label (like "Passport"), and optionally a description explaining what counts. - Click "Add document type". It's available immediately as an option anywhere your team requests documents from a client.
Turn one off or delete it
Click the Active/Inactive button on a document type to hide it from future requests without losing it. Click the trash icon to delete it outright; any request that already used it keeps its own record of what was asked for, so deleting a type never changes a request already sent.
A document type that a journey job still asks for can't be deleted. You see "This document is still asked for in 2 jobs. Remove it from those jobs, or switch it off instead." Take it off those jobs first, or switch it off.
Asked for automatically
A job in your customer journey can ask for documents from this list. When a customer reaches that step, we email them a request for those documents automatically, added to any request they already have open. See How do I set up my customer journey? for how it works.
Who can do this
Document types are on Pro and up. Managing them needs an organization admin.
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- What's the difference between a "pipeline" and the "customer journey"?
A pipeline is the general idea of stages a contact moves through. The customer journey is your main pipeline, the one new contacts start in, and it also creates tasks automatically and marks when a lead becomes a customer.
- How do I set up a pipeline for how my customers move through my business?
Create a pipeline, add the stages your work actually goes through, and give each stage a task template so your team knows what to do when a contact reaches it.
- How do I set up my customer journey?
We draft a set of steps for your business with AI, and you review and edit every one before anything is installed. You can tailor it again at any time, and we say plainly what reaches the customers who are already in it.
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